Calls
5
Scott Devitt
Equity Research Analyst, Wedbush
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$412.30
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Microsoft's cloud business is growing about 40% even though the results were not well received, and Azure should continue to grow at very high rates. That supports a positive fundamental view on Microsoft's cloud franchise.
Hyperscalers
Long
Feb 04
$233.69
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AWS is the largest cloud provider with north of $150B in revenue this year and has been viewed as an AI laggard because it was later to adapt. However, Project Rainier, used exclusively by Anthropic, should drive meaningful AWS acceleration in 2026, and Devitt says the laggard narrative is already shifting.
Hyperscalers
Long
Feb 04
$111.91
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Cloud growth across the major hyperscalers is strong: Microsoft's cloud business is growing 40%, Google Cloud is growing almost 50%, and Amazon's AWS is growing in the mid-20% range on a $150B run-rate. Devitt says recent data points for all hyperscalers are very positive, even though the longevity of the revenue acceleration remains debated.
Thematic ETFs
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Scott Devitt has 5 trade ideas tracked on Buzzberg across 6 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
